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W.R. Berkley

520 hedge funds and large institutions have $9.05B invested in W.R. Berkley in 2021 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 175 increasing their positions, 170 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
520
Holders Change
+17
Holders Change %
+3.38%
% of All Funds
9.08%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
59
Increased
175
Reduced
170
Closed
39
Calls
$4.22M
Puts
$3.23M
Net Calls
+$990K
Net Calls Change
-$675K
Name Holding Trade Value Shares
Change
Shares
Change %
IA
426
IFP Advisors
Florida
$102K -$48.8K -1,485 -32%
HPC
427
HM Payson & Co
Maine
$102K +$102K +3,089 New
Northwestern Mutual Wealth Management
428
Northwestern Mutual Wealth Management
Wisconsin
$97K -$10.1K -304 -9%
PCH
429
Polar Capital Holdings
United Kingdom
$96.8K
HWA
430
Heritage Wealth Advisors
Virginia
$94.7K
GWM
431
Geneos Wealth Management
Colorado
$79K -$148K -4,439 -65%
DMBA
432
Deseret Mutual Benefit Administrators
Utah
$66K +$66K +1,987 New
HI
433
Harbour Investments
Wisconsin
$63K -$6.82K -207 -10%
WPA
434
West Paces Advisors
Georgia
$61.4K
WTC
435
WhitTier Trust Company
Nevada
$56K
SJIM
436
St. Johns Investment Management
Florida
$56K
Carson Wealth (CWM LLC)
437
Carson Wealth (CWM LLC)
Nebraska
$55K
NFG
438
Next Financial Group
Texas
$55K
OSAM
439
O'Shaughnessy Asset Management
Connecticut
$50K +$30.8K +927 +160%
CFA
440
Carroll Financial Associates
North Carolina
$44K -$2.51K -77 -5%
ADL
441
Asset Dedication LLC
California
$43K
PB
442
Pinnacle Bancorp
Nebraska
$41K
QCG
443
Quadrant Capital Group
Ohio
$40K -$4.08K -124 -9%
T
444
TOBAM
France
$37K
BFC
445
Bedel Financial Consulting
Indiana
$36K
MC
446
Maverick Capital
Texas
$36K +$36K +1,080 New
FDCDDQ
447
Federation des caisses Desjardins du Quebec
Quebec, Canada
$34K
SAM
448
Shell Asset Management
Netherlands
$33K -$29.9K -900 -48%
DSC
449
Duncker Streett & Co
Missouri
$33K
WT
450
Whittier Trust
California
$32K